Readiness information
Administrators can organize the firm identity, messaging purpose, responsible owner, and intended users.
SMS setup
Prepare the firm configuration, consent practices, ownership, and readiness checks needed before text-message workflows are enabled.
What it does
A practical part of the firm’s workflow.
SMS setup is a readiness and configuration page for firms evaluating an approved text-message workflow. It helps administrators document business use, recipient consent practices, sending identity, ownership, and routing before any service is treated as available.
Consent planning
The setup process can record how recipients opt in, how preferences are maintained, and how staff should handle opt-out requests.
Routing choices
Firms can plan the number, inbound review, case association, and document destination expected for an approved workflow.
How it works
What the team can expect.
Define the approved use
Describe the message types, recipients, consent source, responsible team, and records that should be retained.
Complete readiness review
Confirm firm procedures, contact information, routing choices, staff access, and any required approval.
Enable only after confirmation
Treat texting as available only after the firm receives explicit confirmation that the service is provisioned and tested.
Prepare text messaging deliberately.
Define consent, ownership, access, and readiness before the firm enables the workflow.